If you wish to generate all invoices for a client over a specific period (for instance, if you work with breeders or shelters and provide them with their invoices once a month…),
Click on « finances« / « visits to be invoiced«
Enter the relevant period and the client’s name in the “search” field.
Check the boxes of the invoices you want to create.
You then have 2 options:
If you click on « Generate invoices« , one invoice per visit will be generated (in this example, the creation of 8 separate invoices)
If you check the box « one invoice per client » before clicking « Generate invoices« , a single invoice combining the different visits that have not been invoiced yet for a client will be generated (in this example, a single invoice combining the visits from 01/01/23 and 31/12/23 will be generated for the client Lucille Portrat).
Just like with recorded invoices, you cannot delete a credit note once it has been closed.
However, you can correct it using an invoice (similar to how you would correct an erroneously issued invoice with a credit note).
Example: Mr. Cranston has a credit note of $12 for prescription fees.
This credit note was created by mistake and you want to delete it.
You will generate a credit note cancellation invoice through a new visit with the same act (service), along with the reason for creating this consultation line.
Now you have an outstanding balance of $12 as well as a credit note of the same amount.
All that is left is to record a payment with the ‘credit note’ payment method.
This way, the client’s balance is back to $0, he no longer has outstanding balances or credit notes (since the credit note has been cleared by the previously generated invoice), and there will be no duplicate VAT entries in the accounting.
A product may have two denominations in the software. A denomination allowing you to find it easily in your database as well as a commercial name allowing the customer to have, on his invoice, a precise detail of the product sold.
Select the different medical services and products that you wish to add to your quote.
By clicking on the product / medical service concerned, it will be possible to modify the quantity, the price, or to add a comment, which you wish to see appear next to the service/product, on the quote and the future invoice.
You can also add a comment at the end of your quote :
Either by using one of your text models previously created in MODELS / TEXT MODELS
Or by adding a new comment in COMMENT AREA
You can then SAVE, PRINT or SEND the quote to your client by email and even create a visit based on this quote should it be accepted by the client.
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